See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,175 | $99,652-74.7% | $78,778-68.0% | $147,584-82.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 6.73% | 47.28%-40.6pp | 35.62%-28.9pp | 578.55%-571.8pp |
| Employer contribution / active EE | $1,357 | $2,796-51.5% | $1,986-31.7% | $4,876-72.2% |
| Participant deferral / active EE | $5,496 | $3,664+50.0% | $2,958+85.8% | $5,439+1.1% |
| Admin fee / account holder | $185,657 | $7,155+2494.7% | $5,134+3516.3% | $10,885+1605.6% |